Overview of the Event Editor

This tutorial will give you an overview of your Event Editor.  

Your Event Editor is the tool you use when creating a new event or modifying an existing one.

First, you need to navigate your way to the "Events" page from the main menu

From here, you can either add a new Event or modify an existing one to access your Event Editor:

Once you’ve clicked to either add or edit an event, a new window will popup for you to add/edit the details of your event.

At the top of this window you'll see the different tabs you can access within the Event Editor:

• Details
  • Add / Update event details about the client, event, services / packages, pricing, notes, etc
• Payments
  • Track payments received and due dates, override default payment methods accepted, etc
• Staffing
  • Update staff assigned to the gig, etc
• Event Activity (list icon)
  • Access the Booking Checklist, Messages Log, or Changes Log
• Utilities (wrench / screwdriver icon)
  • Email/Text your client, staff, or yourself, Create invoices, Set the Autopilot Schedule, etc.

In the Details tab...

To add / update any field, simply hover over that section and click to edit the section.  Once you're done editing, click "Done".  NOTE: You still need to SAVE your changes.

In the Payments tab...

You can:

• Set client payment options
• Make note of what date the deposit and final balance was requested / received
• What payment method the client used
• And add any other payment notes you’d like to keep

In the Staffing tab...

This is where you review and add staff for a particular event.

In the Event Activity tab...

You can:

• Add deadlines and completed dates for your Booking Checklist items
• Access your Messages Log
• Access your Changes Log

In the Utilities tab...

In the COMMUNICATION section, you can send various types of emails (and/or SMS/text messages if you have the SMS Power-Up activated for your account)

In the AUTOPILOT section, you can configure your automation settings for this particular event

In the OTHER TOOLS section, you can:

• Create Invoices
  • used to send your clients a formal invoice
• Generate a PDF
  • Creates a printable PDF that you can take with you on the day of the event or keep for your records, including:
    • An ad-hoc message or choice of Standard Text
    • Booking details
    • Private admin notes
• Copy your Client Confirmation Form link
  • This is a confirmation form you can send to your client to provide any missing details, agree to your terms and make their first payment
• Copy a Booking Request Link
  • This generates a web link to a form which allows your client to review the booking and fill in any required missing details
• Google Calendar Sync
  • If you’ve set up your Google Calendar integration (found at Settings >Integration), here you’ll see confirmation of when this event was last synced with your Google Calendar, along with a button to "Re-sync" the event manually.